After you file

There are multiple issues. Why did the IRS make an $800+ refund in March when the return wasn't filed until April? What year was it for? Why did Turbotax show a $4K refund, but the IRS says there was a tax liability of $2.5K? Was a proper joint return filed for 2023? That would only include mom's income and dad's through the date of his death, which I assume was in 2023. Trancrispts are available either by registering online or filing form 4506-T.

 https://www.irs.gov/individuals/get-transcript 

 

 

finally, you don't report a federal income tax refund on a taxpayer's return.